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Flaharty Asset Management’s American Express AXP Stock Holding History

Flaharty Asset Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-209
Closed -$56.2K – 160
2025
Q1 		$56.2K Buy
+209
New +$61.8K 0.01% 205
2024
Q4 		– Sell
-260
Closed -$70.6K – 158
2024
Q3 		$70.6K Buy
+260
New +$64.7K 0.01% 179
2023
Q4 		– Sell
-508
Closed -$75.8K – 146
2023
Q3 		$75.8K Buy
+508
New +$83.1K 0.01% 168

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Flaharty Asset Management's AXP Position: Q2 2025 in Review

Flaharty Asset Management sold out of American Express (AXP) in Q2 2025, closing a stake of 209 shares — an estimated $56.2K sold.

Flaharty Asset Management first reported a position in AXP in Q3 2023 and held it in 3 quarters. The position peaked at $75.8K in Q3 2023. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Flaharty Asset Management reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 209 American Express shares in Q2 2025, an estimated $56.2K.
  • Flaharty Asset Management first reported a position in American Express in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's American Express position peaked at $75.8K in Q3 2023.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.